Stock Analysis

Box office boost lifts multiplex outlook as broadcasters face a weak Q2

Strong box office collections, higher ticket prices and spending per head are set to lift PVR Inox's Q2 results, while broadcasters face weak advertising and margin pressures

Market share gains make Jefferies bullish on Kalyan; stock up 46% in 3 mths

Jefferies noted that Kalyan Jewellers is among India's largest organised jewellery retailers, with over 500 showrooms globally and 7 per cent share of the organised jewellery market.

Agrichem majors face earnings cuts as weak demand, higher costs weigh

Brokerages expect weak Q2FY27 earnings for agrichem firms as deficient rainfall, subdued demand and elevated input costs squeeze margins, prompting earnings downgrades

Titan's Q2 sales miss masks healthy underlying consumer demand story

Festival shift weighs on sales; better mix supports margins

Not just RIL, Jio's ₹11 trn IPO could benefit Airtel investors; here's why

Jio IPO: The key debate going into the JPL IPO is its potential impact on Bharti, as there could be a shift in telecom sector allocations with another large listed investable option.

Strong revenue growth powers GCPL's Q2 show, margins remain in focus

GCPL expects high-teens revenue growth and double-digit Ebitda growth in Q2FY27, but commodity inflation and higher investments could keep margins under pressure

DMart needs consistent growth metrics to support premium valuations

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

HDFC Bank: Anup Bagchi at helm lifts overhang; brokerages share outlook

Analysts at Motilal Oswal Financial Services (MOFSL) said Bagchi's appointment removes a key overhang around HDFC Bank's leadership succession.

Steel sector eyes stronger quarters as demand and realisations improve

Low inventories, stronger seasonal demand and firm prices could support steel makers, though raw material costs and domestic supply-demand trends remain key monitorables

Subscriber gains positive but Vodafone Idea yet to bridge funding gap

Improving subscriber trends and ARPU offer some comfort, but Vodafone Idea still needs substantial funding to finance its ₹45,000 crore capex plan and meet obligations

Kajaria Ceramics eyes volume recovery, steady margins on stronger demand

Strong FY27 growth guidance, revival in the project segment and brownfield expansions are positives, while competition from Morbi players remains a key downside risk

Expanding innovative portfolio may drive gains for Sun Pharma stock

Lerodalcibep licensing deal, growth in the US portfolio and tariff relief offer triggers, while the proposed Organon acquisition could broaden its global reach

Muted demand, higher oil prices to cloud paints sector outlook in near term

Dealer destocking, muted premium demand, rising crude-linked costs and sustained competitive intensity could keep near-term volume growth under pressure

PB Fintech faces up to 46% earnings risk from Irdai's draft rules: Analysts

Jefferies noted that Irdai's proposed changes could have a "material adverse impact on PB Fintech's near-term earnings".

Sales growth, management continuity positive for Vishal Mega Mart

Double-digit same-store sales growth, expansion plans and margin gains offer support, while promoter stake sales and competitive pressures remain key overhangs

NSE stock lists: Macquarie, PL Capital begin coverage; see up to 9% upside

At their target price, Macquarie said, the NSE stock would trade at a 2.5x PEG, broadly in line with global peers, suggesting the premium is justified on a growth-adjusted basis.

Adani Ports may outperform on volume, profit growth expectations for FY27

Volume recovery, port capacity expansion and diversification into logistics and marine services could support growth, stock trades at around 23 times FY28 earning

Voltas eyes growth over margins in near term, bets on market share gains

Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth

ONGC lags Oil India as mid-cap rally drives stock divergence: Kotak

The brokerage attributed OINL's stronger stock performance in part to the broader preference for mid-cap stocks over large-caps.

Multiple growth triggers ahead for Aurobindo Pharma as outlook stays strong

Respiratory launches, CDMO expansion and strong US and European businesses are key growth drivers; the stock trades at just under 16 times estimated FY28 earnings